Kurt W Lofgren - Email & Phone Number

General Counsel at J.W. Cole Financial, Inc.

Kurt W Lofgren is based out of St Paul, Minnesota, United States and works at J.W. Cole Financial, Inc. as General Counsel.

Kurt W Lofgren's Contact Information

Latest update

April 29, 2024

Location

St Paul, Minnesota, United States

Kurt W Lofgren's Work History

General Counsel

J.W. Cole Financial, Inc.

2020 - Present

Of Counsel and Senior Compliance and Regulatory Consultant

Freeman Mathis & Gary, LLP

2020 - Present

Senior Vice President/Business Risk Managment

LPL Financial

2018 - Sep 2019

Senior Vice President, CCO Advisory

LPL Financial

Mar 2017 - 2018

Kurt W Lofgren's Education

Knox College

Bachelor of Arts (B.A.)

Loyola University Chicago

Doctor of Law (J.D.)

Kurt W Lofgren's Skills

Leadership

Compliance Regulations

Compliance

Litigation

Corporate Law

Investments

Kurt W's current employer

J.W. Cole Financial, Inc.

Description

J.W. Cole is an Independent Broker-Dealer, a Registered Investment Advisor, and an Insurance Marketing Company. We work exclusively with ...

Website

jw-cole.com

HQ Location

Tampa, FL, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about J.W. Cole Financial, Inc.

Frequent questions about Kurt W Lofgren

What company is Kurt W Lofgren working for?

Kurt W Lofgren works for J.W. Cole Financial, Inc..

What is Kurt W Lofgren's function at J.W. Cole Financial, Inc.?

Kurt W Lofgren is General Counsel at J.W. Cole Financial, Inc..

Where is Kurt W Lofgren based?

Kurt W Lofgren is based out of St Paul, Minnesota, United States.

Who are Kurt W Lofgren's co-workers?

Kurt W Lofgren's colleagues are Gloria Lakritz, Santo Montalbano, Melissa Robinson, Rich Dunsford, Jason Card, Craig Towle, Zachary Garner, Hunter McCarthy, Chantal Jones, Melisa Lloyd, Ted Hoornstra, Jamie Dent, Margaret Popson, R.J. Wood, Gary Husel, John Pappas, Nadine Witt, Michele DelSordo, Gail Leonard, Andrew Kinney, Tim Schultz, Jonathan Sheehan, Nancy Beck, Allyson Trantum, Adam Wade, Allyson Snow.

Kurt W's co-workers

Gloria Lakritz

President of ENG Financial

Santo Montalbano

Senior Vice President

Melissa Robinson

Senior Vice President

Rich Dunsford

Senior Vice President, Advisory

Jason Card

Vice President - Advisor Solutions

Craig Towle

Executive Vice President, Partner

Zachary Garner

Creative Marketing Producer

Hunter McCarthy

Sales Support Specialist

Chantal Jones

Sales Support Specialist

Senior Brokerage Associate

Margaret Popson

Advertising Compliance Officer

R.J. Wood

Founding Principal

Gary Husel

Senior Investment Advisory Compliance Anaylist

Senior Investment Adviser Compliance Officer

Gail Leonard

Sr. Relationship Manager

Andrew Kinney

Investment Advisor Representative

Tim Schultz

Relationship Manager-Atlantic

Jonathan Sheehan

Advisor Solutions Consultant

Nancy Beck

Representative/Broker

Allyson Trantum

Financial Advisor

Adam Wade

Independent Financial Advisor

Allyson Snow

Senior Compliance Officer

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